David Keevins has been Founder, Chief Investment Officer and Managing Director of Crescent Grove Advisors since April 2015, is a control person of the firm and directly owns under 5% of it. David Keevins holds an MBA from the University of Chicago and a BBA in Finance from the University of Kentucky.
Crescent Grove Advisors, LLC is a Lake Forest, IL firm with $5.5B under management, 382 clients and 14 advisers across 3 offices, as of its March 2026 filing.
David Keevins is a Founder and Managing Director of Crescent Grove Advisors, based in Lake Forest, IL. Keevins provides investment and financial planning solutions to business owners and executives. Before co-founding the firm, Keevins was a Senior Client Advisor at Cedar Street Advisors, and earlier a Senior Partner with a subsidiary of Goldman Sachs, advising C-suite executives on their personal financial affairs.
David Keevins’ longest registration is the current one, 11 years at Crescent Grove Advisors since 2015. Before joining Crescent Grove Advisors in 2015, David Keevins was registered through Bmo Asset Management Corp. and M&i Investment Management Corp.
- Crescent Grove AdvisorsCurrent– present · 11 yearsLake Forest, IL · Adviser representative · Firm CRD 170912
- Bmo Asset Management Corp.– · 2 yearsChicago, IL · Adviser representative · Firm CRD 106466
- M&i Investment Management Corp.– · 5 yearsMilwaukee, WI · Adviser representative · Firm CRD 109802
- The Ayco Company,l.p.– · 5 yearsLake Forest, IL · Adviser representative · Firm CRD 106693
Investment adviser representative registrations
David Keevins is registered as an investment adviser representative in 2 states. The first approvals date from April 2015; the most recent is Illinois, in May 2015.
- IllinoisSince 4 May 2015
- WisconsinSince 24 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 August 1992 |
| Series 7 | General Securities Representative Examination | 26 February 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Scott Keevins
- CRD
- 2194433
- Firm
- Crescent Grove Advisors · CRD 170912
- Role
- Founder, Chief Investment Officer and Managing Director
- Office
- 100 SOUTH SAUNDERS ROAD, SUITE 210, Lake Forest, IL 60045
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crescentgroveadvisors.com
Where does David Keevins work?
David Keevins has been Founder, Chief Investment Officer and Managing Director of Crescent Grove Advisors, LLC since April 2015, and is a control person of the firm.
Is David Keevins a financial advisor?
Yes. David Keevins has a current investment-adviser registration in Illinois and Wisconsin, through Crescent Grove Advisors since April 2015.
How many years of experience does David Keevins have?
David Keevins has 25 years in the financial industry, since August 2001, across 4 adviser firms.
What exams has David Keevins passed?
David Keevins has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1992. FINRA credited David Keevins with the SIE, which began in October 2018.
Where did David Keevins work before Crescent Grove Advisors?
Before Crescent Grove Advisors, David Keevins was registered through M&i Investment Management Corp., October 2006 to June 2012; The Ayco Company,l.p., August 2000 to October 2005.
Where is David Keevins based?
David Keevins’ registered office is in Lake Forest, IL.
Is David Keevins registered with FINRA?
No. David Keevins has no current broker registration.
How can I verify David Keevins’ record?
Search CRD 2194433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Keevins’ full registration record.
